CRM 4.0 Outlook Client Mail Merge (mis)behaves like Web Client merge

 

This requires that you go click the macro add-in button for CRM before it will process the mail merge and more importantly, it does not give you the options to reload it back into CRM.

Since I had to generate a number of quotes today, this was a bit more annoying than usual. I spent a while searching today for blog article on this and found nothing. After digging for a while I decided to use the diagnostics tool, which showed errors that said add-ins had been disabled for use in Outlook and Excel. Repairing the errors solved the problem. So if your Outlook mail merges start misbehaving, and give you a screen that looks like this:

image

followed by this:

image_3

just run the CRM diagnostics and tell it to fix all errors. By the way, this is exactly how mail merges look if you invoke them strictly from the Web client.

image_4

I hope this saves you a few moments.

 

Steve Noe, CRM-MCT

Advertisements

About stephenvnoe

Dynamics CRM solution architect, consultant, trainer & project manager. I provide CRM design, services, mentoring & support to all manner of Dynamics CRM projects.
This entry was posted in CRM, CRM 4.0, Workarounds & fixes and tagged , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s